Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Putnam Managed Municipal Income Trust termasuk Allworth Financial LP, Brown Brothers Harriman & Co, Ballast, Inc., Ashton Thomas Private Wealth, LLC, Meridian Wealth Management, LLC, Duncker Streett & Co Inc, dan GAMMA Investing LLC .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-07 | 13F | Allworth Financial LP | 103,242 | 617 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 125,252 | 48.13 | 749 | 44.59 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 526,601 | 11.82 | 3,149 | 9.11 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,000 | 18 | ||||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 7,000 | 42 | ||||||
2025-08-13 | 13F | Capital Analysts, Inc. | 1,064 | 0.47 | 0 | |||||
2025-07-14 | 13F | GAMMA Investing LLC | 72 | 0 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-29 | 13F | Ballast, Inc. | 30,832 | 184 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12,281 | 0.35 | 73 | -2.67 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 995,513 | 7.55 | 5,953 | 4.92 | ||||
2025-07-28 | 13F | Disciplined Equity Management, Inc. | 140 | 1 | ||||||
2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 506,760 | 95.70 | 3,030 | 90.93 | ||||
2025-08-18 | 13F/A | Nomura Holdings Inc | 10,000 | 60 | ||||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 55,583 | 332 | ||||||
2025-05-30 | NP | RiverNorth Opportunistic Municipal Income Fund, Inc. | 9,366 | 173.62 | 57 | 185.00 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 17,327 | 104 | ||||||
2025-08-15 | 13F | Morgan Stanley | 804,012 | 0.53 | 4,808 | -1.94 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 15,372 | 23.85 | 0 | |||||
2025-08-13 | 13F | Invesco Ltd. | 261,413 | 54.97 | 1,563 | 51.16 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 61,743 | 23.28 | 369 | 20.20 | ||||
2025-08-14 | 13F | Van Eck Associates Corp | 276,297 | 2.88 | 2 | 0.00 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 12,018 | 72 | ||||||
2025-05-29 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 621 | 3.67 | 4 | 0.00 | ||||
2025-05-30 | NP | RiverNorth Flexible Municipal Income Fund, Inc. | 32,865 | 134.83 | 201 | 142.17 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 58,938 | 51.36 | 352 | 47.90 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 55 | 0 | ||||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 30,606 | 183 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 61,458 | 0.53 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 56,514 | 2.87 | 338 | 0.30 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 225,663 | 0.12 | 1,349 | -2.25 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 14,291 | 85 | ||||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 80,721 | 1.16 | 483 | -1.43 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 34,393 | 0.03 | 206 | -2.38 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 9,000 | 55 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 38,065 | 7.35 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 40,635 | 20.70 | 243 | 17.48 | ||||
2025-08-12 | 13F | LPL Financial LLC | 123,806 | 7.21 | 740 | 4.67 | ||||
2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
2025-08-13 | 13F | Guggenheim Capital Llc | 997,567 | 10.15 | 5,965 | 7.46 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 59,470 | 1.30 | 356 | -1.11 | ||||
2025-07-17 | 13F | XML Financial, LLC | 57,600 | 149.35 | 344 | 143.97 |